The Networth NavigatorTM Process

My truly unique, custom-designed investment process is created to make your financial future clearer. Here's how:

process

  • NEW HORIZONS WORKSHOPS™

    • New Discoveries Workshop™
    • Wealth Management Solutions Builder

    I will help you create and design your own unique Wealth Management Solutions Plan. This plan will contain all the necessary details, tools, strategies and timelines required in the implementation of your plan both short and long term.

  • WEALTH MANAGEMENT SOLUTIONS BUILDER

    • Navigator Solutions Builder
      • Wealth Management Solutions Blueprint
      • Wealth Management Solutions Matrix
      • Your Net Worth Navigator Investment Policy Statement
    • Networthtoolbox™
      • Financial Planning
      • Investment Management
      • Tax & Estate Planning, Insurance Planning
      • Portfolio Management
      • Philanthropy
      • Mortgage Solutions via Manulife Bank
      • Retirement Planning

  • YOUR NAVIGATOR INVESTMENT PORTFOLIO

    With your plan in place. I will assemble a team of professionals including your own trusted advisors to represent all areas of expertise that you require. This will help to ensure that we implement your plan successfully.

  • YOUR NET WORTH NAVIGATOR PROGRESS SESSIONS™

    Finally and most importantly, at least once per year we track your progress as we navigate through your plan together towards your financial goals.